Latest / FactSet Evening Market Recap
Evening Market Recap - Thursday, 2-Jul
US equities finished mixed in Thursday trading. However, equal-weight S&P outperformed the cap-weighted index by ~70 bp and RSP set a fresh ATH. Momentum unwind in focus again with memory/semis hit by recent scrutiny surrounding AI capex trade and input cost pushback.
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.